Top 15 Wealth management advisor Jobs in Grand Rapids Mi

Investment Consultant - Grand Rapids
Fidelity Investments —Grand Rapids, MI
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Entry-Level Financial Advisor - Training Provided
Principal —Grand Rapids, MI
- $50,000 - $100,000 a year
- Marketing
- Finance
- Business development
Quick Apply
Wealth Management Associate
Curi Capital —Grand Rapids, MI
- $60,000 - $70,000 a year
- Research
- Office
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Wealth Management Trainee (MI)
Bankers Life —Grand Rapids, MI
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Wealth Management Advisor - with Full Training & Development Program
Northwestern Mutual —Grand Rapids, MI
- $80,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Bachelor of Science
- Health savings account
- Health insurance
Quick Apply
Senior Relationship/Trust Advisor, WM
Northern Trust Corp. —Grand Rapids, MI
- Full-time
- 11+ years
- Office
- Business development
Senior Wealth Advisor - Hybrid(Grand Rapids | Kalamazoo, MI preferred)
Cetera Financial Group —Grand Rapids, MI
- $110 a day
- Full-time
- Hybrid work
- Word processing
- Business development
- Driver's License
- Continuing education credits
Trust Manager - Michigan
Plante Moran —Grand Rapids, MI
- $115,500 - $150,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
- Disability insurance
- Health insurance
Managing Director - CIO
Oxford Financial GRP —Grand Rapids, MI
- Full-time
- Office
- Master's degree
- Bachelor's degree
Quick Apply
J.P. Morgan Wealth Management - Private Client Investment Associate - Jenison, MI
JPMorganChase —Jenison, MI
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
6d
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Grand Rapids, MI
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Licensed Financial Advisor
Principal —Grand Rapids, MI
- $100,000 a year
- Presentation skills
- Financial services
- Senior level
- Retirement plan
Quick Apply

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Entry-Level Financial Advisor - Training Provided
Principal —Grand Rapids, MI
Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience.
$50,000 - $100,000 a year
Quick Apply
Financial Professional - Entry Level
New York Life —Grand Rapids, MI
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions…
$55,000 - $120,000 a year
Quick Apply

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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
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Senior Wealth Advisor
WealthBridge Financial Group —Dublin, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$120,000 - $170,000 a year
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Investment Consultant - Grand Rapids

Fidelity Investments -
Grand Rapids, MI

Apply Now

Job Details

Full-time

Qualifications

Customer communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
Interpersonal skills and ability to grow relationships are exemplary
Will take initiative and exceed expectations
Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

wealth management advisor jobs in grand rapids mi

Investment Consultant - Grand Rapids

Entry-Level Financial Advisor - Training Provided

Wealth Management Associate

Wealth Management Trainee (MI)

Wealth Management Advisor - with Full Training & Development Program

Senior Relationship/Trust Advisor, WM

Senior Wealth Advisor - Hybrid(Grand Rapids | Kalamazoo, MI preferred)

Trust Manager - Michigan

Managing Director - CIO

J.P. Morgan Wealth Management - Private Client Investment Associate - Jenison, MI

Premier Client Banker - PNC Wealth Management

Licensed Financial Advisor